DE vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Deere & Company and Intuitive Surgical, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Deere & Company ยท Industrials
$703.12
-12.2% upside to fair value
Med Conviction Grade C High Quality
VS
Intuitive Surgical, Inc. ยท Healthcare
$399.52
+22.4% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
ISRG has more upside to fair value (+22.4%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric DE ISRG
Current Price $703.12 $399.52
Fair Value Estimate $616.99 $488.97
Upside to Fair Value -12.2% +22.4%
Market Cap $189.8B $141.1B
Forward P/E โ€” โ€”
EV / EBITDA 22.1x 30.7x
Price / Sales 4.0x 12.8x
Price / FCF 49.1x 44.0x
Revenue Growth YoY +7.0% +18.5%
Gross Margin 35.7% 66.7%
Operating Margin 19.0% 31.3%
Return on Equity 18.1% 17.8%
Dividend Yield 0.92% 0%
FCF Yield 2.04% 2.28%
Analyst Consensus Buy Strong Buy
Investment Thesis
DE โ€” Deere & Company
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM โ€ฆ
ISRG โ€” Intuitive Surgical, Inc.
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with โ€ฆ
Accumulation Zones
Metric DE ISRG
Zone Low $462.74 $366.73
Zone High $524.44 $415.62
In Buy Zone? No Yes
โ† DE Research    ISRG Research โ†’    All Research